Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,320 | $101,763-36.8% | $164,866-61.0% | $80,874-20.5% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 11.15% | 16.73%-5.6pp | 69.97%-58.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,951 | $2,954-0.1% | $4,343-32.0% | $2,756+7.1% |
| Participant deferral / active EE | $5,225 | $4,477+16.7% | $6,033-13.4% | $4,297+21.6% |
| Admin fee / account holder | $5,243 | $8,228-36.3% | $12,689-58.7% | $6,935-24.4% |